SolarPVInvestor Forums

There are no losers in solar today.
I really encourage everyone to start buying or continue to buy Q2 reports. Not only you support this site, but you get first hand access to information which is not even appreciated by analysts. I was embarrassed on today's call , with a complete lack of understanding by the financial community about the future of JA. The market obviously took a note.
I think examples of buyers like Pop, myself and others, do offer a certain level of confidence to the validity of the data.
Finally we can rely on knowing instead of reading people who speak volume on Reuters and Bloomberg, clearly clue less on what is happening.
Cheers

I remember ILOVPV mentioning once SOL cleared the $2.38 mark, shorts would seriously have to cover. It seems he is right.

ILOVEPV missed the big boat last Friday and we have not heard from him since....CSIQ is next one up on the deck in a week or so....let hope for another JASO type of performance like today with CSIQ in a few days...

I am off for the day as I made enough (a few pennies) for this week.

Have a great afternoon all...

I will be buying.

Quoted from "solarman1"

ILOVEPV missed the big boat last Friday and we have not heard from him since..

You are right I missed JASO boat though I bought it this morning in first trading seconds and have a nice gain now but you can not compare this gain to ODYD's and othera made who bought on Friday. This is my "fee" for being too cautious. At the same time the SAME action with SOL saved me over 20K that I partially put again on SOL (but at a lower price than sold) upon clouds became clear and also put on JASO this morning. You can not be right all the time though my hat off for ODYD, POP and others for a courage and deep understanding solar PV's momo. On a separate note - take a look again at TSL, YGE - they are running like no warnings happened. Pack is grouping again and trading as a pack again. Today leader is JASO, who is going to be tomorrow - nobody knows. BTW: as far as know the next earning report is YGE -27.05, then TSL 29.05, CSIQ 30.05. Did I missed JKS, CsUN, HSOL schedule?

Quoted from "ILOVEPV"

BTW: as far as know the next earning report is YGE -27.05, then TSL 29.05, CSIQ 30.05.

YGE can not report May 27th - markets in the US are closed. CSIQ reports on 28th of May, TSL - the next day, the 29th. You're playing numbers game, so get your numbers straight.

As long as companies like GCL are at 50% utilization losing money head over first, and continue dumping poly and wafers at dirt cheap prices and keep poly and wafer spot prices down, good cell companies (JASO, CSIQ) who take advantage of these cheap prices will continue to outperform. But keep an eye on weekly spot poly and wafer prices if they start to rise. Cause the roles could very easily (and fast) reverse.

I wish June will get here already so that we can get the european and chinese tariffs out of the way.

Quoted from "pg6solar"

YGE can not report May 27th - markets in the US are closed. CSIQ reports on 28th of May, TSL - the next day, the 29th.

I took earning data from Yahoo. I did not find any info on websites of HSOL, JKS, CSUN and YGE. Probably YAHOO is inventing earning data, I already saw it in previous times. As for CSIQ it was my mistyping. Still hold all the position (CSIQ). Bought some HSOL today 1.53.

why did you buy HSOL?
I would like to know

Quoted from "odyd12"

why did you buy HSOL?
I would like to know

HSOL was a definite laggard in Chi solar pack (formally HSOL is a Korean company though located in China - former Chinese ticker SOLF). When I studied Chi solars which one to pick I found that when Koreans bought SOLF a certain conflict of interest happened (management is Korean while other staff is Chinese) and I decided to stay away from it. HSOL trading out of pack confirmed it. But now when tide rises all the ships I see no reason to ignore laggards unless they experience big troubles like LDK and STP. They can often start chasing a pack or even become leaders. I bought a small amount of HSOL -only 10K, so this kind of diversification can not hurt my account substantially if I'm wrong and can add a nice gain if I'm right.

Y

Quoted from "ILOVEPV"

I took earning data from Yahoo. I did not find any info on websites of HSOL, JKS, CSUN and YGE.

You know its prohibited to got to Yahoo if you're posting here, right? Seriously, FYI HSOL reports on 30th of May. Others did not announce ER dates yet.

Thanks ILOVE.
I am looking at the data for HSOL and looks beautiful. I also looked at Hanwha Chemical reports which said they did good in Japan and SA. Seeing today's action JA it seems that HSOL could go up pretty good, despite big move today.
I know there is a lot more in those stocks. I sold SOLF at $10, when Hanwha bought into a company. I do nto think we going back there but 2.50 will make my day,

SOL with quite huge volume today, stock is still hot, valuation just too low compared with peers.

Quoted from "odyd12"

I do nto think we going back there but 2.50 will make my day,

If HSOL hits 2.50 today I agree but I do not believe in this kind of gifts. Take a look at RSOL. nothing besides boiler room game. I made 1 trade on Friday and stay out. As for HSOL 2.50 as a target I do not know what you mean. It seems to me 2.50 too low unless you're thinking of a brief time frame like 2-4 weeks or just 9 days left before earning report.
JMHO: all solars besides rare exception will be trading ESSENCIALLY higher than today. I'm talking about 5-7 fold within next 12-15 months. Yes! We will see CSIQ in 30-40 area again, TSL and JKS in 25-30, etc.

2.50 is a response following results on 30th, could be part in June.

sol shorts are experience huge difficulties now. Same problem with SPWR shorts who actually are increasing SI to prevent the stock from rising.
I've got an interesting info (no official confirmation yet). A hedge fund shorted TSLA, SCTY and several other solar stocks is completely broken and should announce BK near time. I feel the WS will try to keep it in a low profile because this hedge fund is not a publicly traded company.

Guys im so happy you are making money and the sector is finaly starting to gain value again - it is so crazy undervalued its not even funny. Let the profit times come ahead. Hoping my dear REC will follow It has been 3 hard years for me personaly.